Overview

With Click & Collect functionality, the user can set their pickup location ('My Store') at any time during their visit.

Setting their preferred store allows the pickup availability to be displayed to the user. If the user changes their pickup store, the availability will be re-calculated and the page will refresh with changes. 

Products may display a different availability status for delivery, as the customer's default warehouse is used to calculate availability for this fulfillment method. A B2B user who switches to another account may see different delivery availability if the new account code has a different default warehouse. 

Store Locator

Before Click & Collect can be implemented, it's imperative that a Store Locator has been populated with valid pickup locations. Refer to this guide for instructions - Pickup Warehouses / Store Locator.

For each location, the following fields are of special importance for Click & Collect: 

• Is Pickup Enabled - For standard checkout, determines whether the user can select this location to collect their order. Additionally for Click & Collect, determines whether this location can be set as 'My Store' for pickup.
• Click And Collect Product Availability Buffer - an optional buffer value specific to this warehouse, overriding the value in System Settings.
• Store Name For Pickup Click And Collect - sets an alternate pickup warehouse for this location (e.g. in special cases, a debtor's default warehouse may be ok for delivery, but not suitable for pickup. In this instance, an alternate warehouse is used).

System Settings

There are several system settings to configure for Click & Collect. These can be found in the CMS under 'Settings' --> 'Settings'.

1. Enable the functionality - tick 'Enable Store Availability Click And Collect'
2. Set the following stock levels for availability calculation:
   • Click And Collect Delivery Available Qty - 
   • Click And Collect Pickup Available Qty - 
   • Click And Collect Pickup Call Qty - (Low Stock, call to check)

   • Click And Collect Product Availability Buffer - 

     Availability logic is based on the ProntoStockWarehouse table - the value of 'Qty on Hand', minus 'Committed'. If this value is greater than the value specified above (once the buffer is accounted for), the product will display that status.

3. Decide how to handle order restrictions (in other words, whether you will accept the online order even if the product is deemed 'unavailable')
   • 'Click And Collect Can Order If...' unavailable for Delivery / Pickup / Low Stock  etc
     • YES = Always allow 
     • NO = Never allow 
     • DEFAULT = Standard behaviour per existing business rules
4. Enable Nearby Store Availability (optional):
   • tick 'Enable Nearby Stores Availability for Products'
   • set the 'Store Location Max Distance for Alternate Stores' (system defaults to 50km if no value is set)
5. Set the 'Store Avail Click and Collect Deliv Display Mode' (to determine Delivery availability logic):
   • Standard - delivery availability is calculated per the method outlined in Step 2.
   • Transfer Zone - delivery availability takes into account nearby warehouses in the same 'transfer zone' group. If stock is present and can be transferred for delivery, the product will display an 'X - X days to delivery' status, depending on core logic vs transfer stock. (Contact Commerce Vision for more detailed information on this option)
     • If Transfer Zone used, set the 'Pronto Stock Warehouse Transfer Zone Field' ???? is this used for Standard mode as well?? 
6. Configure Email Settings:
   • 'Order Status for Shipped Pickup Ready' - define the PRONTO status that will indicate a pickup order is ready to collect. Add this status to the list of 'Order shipped statuses' in the Integrator Advanced Settings pane.
   • 'Order Shipped Pickup Ready Email Template' - defines the email template used when an order has reached Pickup Ready status and the Integrator triggers the 'Pickup Ready' email to the user.
7. Set the 'Store Location Google Api Maps Uri' as follows: https://maps.googleapis.com/maps/api/js?key=
8. Ensure the website has its unique 'Google API Key' populated. 
    

Messaging 

Wording on the following widgets may be customised as required. Widget template locations are noted for each. 

Store Availability Locator widget ('My Store')

• Theme Layout template
• Cart template
   

Availability Icons - Maintain Text & Tooltips

1. Product List Click & Collect widget (for Campaign/Search Results/Browsing/Favourites): 
   • Product List Item Zoned template
2. Product Purchase Details widget (also includes 'Nearby stores' messaging):
   • Product Detail template
3. Order Line Click & Collect widget (for shopping cart lines): 
   • Order Lines Info template
4. Order Line Click & Collect Static widget (for Order Confirmation page):
   • Order Lines Static Info template

Customise Email content

• Content --> Emails --> 'Order Shipped Pickup Ready' template

Quick Reference Guide

The below table outlines calculation logic and resulting icons + messaging displayed to the user in different scenarios. These examples are based on a site using Transfer Zones as the delivery display method - the last 4 rows in the table will not apply to sites using the Standard method.  

Product Status	Calculation	Icon	Wording	Tooltip
Pickup - Available	3 in stock at selected pickup location (2 + 1 buffer)		Available for Pickup	Available for pickup at your nominated store
Pickup - Low Stock	2 in stock at selected pickup location (1 + 1 buffer)		Low stock - call to confirm	This item is available in store but we recommend you call to confirm stock on hand quantities
Pickup - No Stock	< 2 in stock at selected pickup location		Unavailable for pickup	Unfortunately this item is not available for pickup at this store. Please try another store or have the item delivered
Pickup - Indent 'Call to Order'	Stock type 'I'		Special Order	This item is a special order. Please call 132 100 and we will order it in for you
Delivery - Available	1 + 1(buffer) = 2 in stock at delivery warehouse		Available for Delivery	Available for dispatch next business day
Delivery - 2-5 Days	Core item + stock in Whse Transfer Zone		Dispatched in 3-4 Days	Items are generally dispatched within 3 to 4 business days
Delivery - 3-6 Days	Non-core item + stock in Whse Transfer Zone		Dispatched in 5 to 7 days	Items are generally dispatched within 5 to 7 business days
Delivery - 5-7 Days	Core item + NO stock in Whse Transfer Zone		Dispatched within 10 days	Items are generally dispatched within 10 business days
Delivery - Indent	Non-core item + NO stock in Whse Transfer Zone		Special Order	This item is a special order. Please call 132 100 and we will order it in for you

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